Autoentry and Xero Integration

Xero is cloud-based accounting software with different functionalities for bookkeeping like invoice management, bank reconciliation, inventory, purchasing, expenses, and business management reporting. It also offers small and medium-sized businesses optional add-on solutions like Auto Entry that ease and automate accounting and bookkeeping processes. 

Autoentry is a cloud-based solution for accountants, bookkeepers, and small businesses. It automates bookkeeping data entry – reducing the cost and time spent when manually entering data from paper documents into Xero. It is available as a web and mobile app that automatically captures and analyses data on scanned copies or photos of bank and credit card statements, bills, invoices, and receipts. 

How to integrate Autoentry and Xero 

Follow these steps to integrate Autoentry with your Xero account: 

• Log into your Autoentry account. 
• Navigate to ‘Company Settings’. 
• Go to the ‘Integrate’ tab – which is on the left-hand side of your company home page. 
• Select Xero from the list of the given accountancy packages software. 
• Log in as usual with your username and password. 

Upon completing the process, Autoentry will successfully integrate into Xero.  

How autoentry and Xero integration works 

You can scan an email or take a photo of a document you want to capture using the AutoEntry mobile or desktop app. Via these methods, Autoentry extracts the required data before posting it into your Xero account. 

AutoEntry can capture tax summaries and full-line-item information like product description, quantity, and unit price. The software also remembers how users categorise their expenses and syncs invoices to match against open purchase orders. 

AutoEntry features specific to Xero 

They include: 

• Billable expenses assignment – you can add customers to invoices so that the invoice becomes a billable expense for that customer. 
• Duplicate check with file matching – due to its capabilities to check for duplicates by default, Autoentry will flag invoices or bills that appear to have duplicate transactions within Xero. If those matching transactions do not already have a file attached like a receipt image, file match will allow you to attach the AutoEntry document file to a Xero transaction. The automatic check looks for exact matches between your Xero account and AutoEntry based on supplier or vendor account, invoice Date, invoice number, and gross total. 
• Marking invoices as paid 
• Purchase Order matching – matches processed invoices within AutoEntry to Purchase Orders (PO’s) already existing in the Xero accounting package. 
• Tracking category support – helps you see how different areas of your business are performing – like departments, cost centres, or locations- so that you can make proactive business decisions. 

Need Xero and Autoentry integration support? 

For more information on integrating Autoentry and Xero, or how you can transfer your accounting system onto Xero, please call us at 02033 259 341 or send us an email.